New Potomac Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

New Potomac Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$154K	Buy	+6,786	New	+$148K	0.08%	89

Other funds holding SCHX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Potomac Partners's SCHX Position: Q3 2024 in Review

New Potomac Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2024: 6,786 shares worth $154K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings.

1,250 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

New Potomac Partners held 6,786 shares of Schwab US Large- Cap ETF worth $154K as of Q3 2024.
Schwab US Large- Cap ETF was a new New Potomac Partners position in Q3 2024.
Schwab US Large- Cap ETF made up 0.08% of New Potomac Partners's portfolio in Q3 2024, its #89 holding.
1,250 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.